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Kinetics Medical Fund;No Load

Ranked 132 out of 142 in - Pharmaceuticals & Health Care over 12 months
All calculations are in USD unless stated

Managed by

Paul Abel

Peter B. Doyle

Peter Doyle co-founded Horizon AM in 1994,which since 20011 is Horizon Kinetics (after the consolidation of several Horizon subgroups), and he is a senior member of the research team. Peter is part of the Investment Committee and the Board and manages customized portfolios for a number of Horizon Kinetics’ private clients. Prior to it, he worked at Bankers Trust Company as a senior investment officer, where he also served on the Finance, Utility and REIT Research sub-group teams. Peter studied at St. John’s University where he achieved a BS and an MBA from Fordham University.

Objective

The Fund seeks long-term growth of capital by investing in securities of domestic and foreign companies engaged in medical research, pharmaceutical treatments and related medical technology with an emphasis towards companies engaged in cancer research and drug development.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Pharmaceuticals & Health Care over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 10.7% 4.0% 5.0% 4.4% -2.9%
2016 -8.0% -12.3% 4.5% 2.3% -1.9%
2015 6.6% 9.4% 2.0% -11.4% 7.9%
2014 16.4% 4.8% 4.6% 0.1% 6.0%
2013 49.3% 20.5% 3.6% 10.7% 8.0%
2012 8.9% 6.2% 2.2% 3.9% -3.5%
2011 5.1% 5.1% 10.2% -15.6% 7.5%
2010 4.3% 4.2% -10.5% 11.0% 0.8%
2009 24.5% -4.2% 15.6% 12.8% -0.4%
2008 -20.4% -6.8% 4.2% -3.6% -15.0%
2007 15.5% 5.3% 7.1% 2.5% -0.2%
2006 14.8% 10.0% -4.2% 4.5% 4.3%
2005 -0.7% -8.5% 1.0% 7.2% 0.2%
2004 7.0% 0.1% 0.7% -1.2% 7.4%
2003 23.2% 1.1% 16.7% -0.3% 4.8%
2002 -29.1% -8.7% -19.7% -9.5% 6.7%
2001 -13.8% -13.7% 5.8% -8.5% 3.3%
2000 57.0% 26.6% 14.5% 9.1% -0.7%
1999 33.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date30/09/1999
  • Share Class size16Mn
  • Base currencyUSD
  • ISIN US4946131020

Purchase Info

  • Min. initial investment2,500
  • Min. regular additional investment0

Charges

  • Annual management0.56%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).